

Building Embedded Tax & Wealth Journeys for Modern Platforms
A Product Webinar by TaxBuddy
Tax, compliance, and wealth journeys are no longer standalone services - they are powerful engagement and revenue drivers when embedded seamlessly into digital platforms.
In this exclusive TaxBuddy product webinar, we’ll walk you through how platforms can integrate tax filing, tax planning, and wealth solutions natively, creating smoother user experiences, stronger retention, and new monetisation opportunities.
✔️ Why integrations matter for:
User experience & trust
Platform differentiation
Better profiling & targeted campaigns
Aggressive pricing & added touchpoints
✔️ Integration models, timelines & requirements
✔️ Who should integrate and why:
Banks & Super-apps
Brokerages & Trading platforms
Gig platforms
HR & Payroll platforms
Who Should Attend
Product & Growth Leaders
Partnerships & Alliances Teams
Platform Owners & Founders
Fintech, HRTech & Gig Platform Decision-Makers
Speakers
🎤 CA Divya Bhanushali – Moderator, Head of Product - TaxBuddy
🎤 CA Pratik Bharda – Speaker, Product Manager, TaxBuddy
🎤 Adarsh Shetty – Panelist, Delivery Specialist - Centrum Broking Ltd
Why Attend
If you’re exploring embedded finance, API-led growth, or value-added services, this session will give you practical product insights and real integration clarity - not just theory.